William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.

Joseph Rosano is a financial advisor at R.A.I. Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Rosano Associates, Inc. since 1998. R.A.I. Financial Services is a fee-only advisory firm that provides comprehensive financial planning and investment management to individuals, retirement accounts, trusts, and small businesses. The firm follows asset-allocation principles based on Modern Portfolio Theory, emphasizing global diversification through no-load and low-load funds and ETFs, primarily managing accounts on a discretionary basis.

Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Pear Tree Partners LP and Winslow Wealth Management, LLC among other firms. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with services including portfolio review, investment management, financial planning, and strategic business consulting. The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis.

Shawn Young Eagle is a financial advisor at Vista Way Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs tailored portfolios using both passive and active strategies and offers educational seminars and business consulting alongside retirement plan management.

Xiaowan Tian is a financial advisor at Atlas Capital Investment LLC with two years of industry experience. She holds a Series 65 designation and previously co-founded Bridge Point Capital, a venture capital firm focused on deep tech, where she remains a passive partner involved in post-investment management. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities, utilizing a strategy informed by cyclical, fundamental, and quantitative analysis with a focus on equities and diversified instruments. The firm accepts performance-based fees for qualified clients and employs institutional custody relationships and advanced trading tools.

Alan Shorr is a financial advisor with Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Investment Advisor Associates since 2011, also working with Independent Financial Group since 2010. Outside of finance, he is involved as a part owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater internationally. Investment Advisor Associates primarily serves individual and high-net-worth clients, offering discretionary asset management, manager-selection programs, and limited-scope hourly financial consultations. The firm employs a combination of fundamental and technical analysis across a range of strategies, including active approaches such as option writing and short sales.

Scott Desantis is a financial advisor at Liberty Forge LLC in Boston, MA, holding CFP® and Series 66 credentials with 11 years of industry experience. Prior to joining Liberty Forge in 2026, he spent over a decade at Northwestern Mutual in various roles including wealth management and investment management. Liberty Forge, d/b/a Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and pension plans. The firm focuses on clients with household minimums of $1,000,000 and employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Bradford Nichols is a financial advisor at Nefpg with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial Services since 2007. Nichols is also the owner of New England Financial Planning Group, where he serves as CEO and compliance officer. Outside of advisory work, he is involved in insurance sales and acts as an executor and successor trustee for a family trust. New England Financial Planning Group serves individuals—including high-net-worth clients—and institutional entities such as pension plans, trusts, estates, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a range of strategies from long-term holdings to shorter-term trading, and participates in multiple Raymond James wrap-fee programs.

Samuel Chud is a financial advisor at Reciprocal Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he held positions at Keurig Dr Pepper Inc. and its predecessor companies from 2015 to 2026. Reciprocal Wealth is a state-registered advisory firm providing discretionary wealth management, investment management, and financial planning services to individuals, including high-net-worth clients. The firm employs an investment approach combining fundamental analysis with an efficient market hypothesis-based asset allocation, typically focusing on low-cost mutual funds and ETFs while allowing the use of individual securities and short-term trades when appropriate.

Brian Kenney is a financial advisor with AFG Fiduciary Services in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. In addition to his advisory work, he is a licensed insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services advises individuals, high-net-worth clients, families, trusts, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a primarily long-term, fundamental analysis approach while maintaining flexibility for shorter-term adjustments and offers a range of plan-level advisory services.

Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently an advisor at Newbridge Wealth Management and has worked at MML Investors Services and Mass Mutual Life Insurance Company. His prior roles include positions at 529 Expert, LLC and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser that provides wealth consulting and portfolio management to individuals and institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation and incorporates both traditional and non-traditional asset classes, serving a diverse client base including pension plans, corporations, and government entities.

Albert Mason is a financial advisor at Mason Capital Partners with 14 years of industry experience. He has been affiliated with U.S. Securities, International Corp. since 1970 and has served as a registered investment advisor since 1977. Mason Capital Partners serves a diverse clientele, including high-net-worth individuals, corporate pension and profit-sharing plans, foundations, and other institutional clients. The firm focuses on discretionary portfolio management with an investment approach centered on “income with growth,” typically allocating two-thirds to three-quarters of assets to common stocks and the remainder to fixed income, guided by fundamental research and disciplined position limits.

Elizabeth Johnson is a financial advisor with Flagship Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Flagship Private Wealth since 2015 and LPL Financial since 2010. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations. The firm manages approximately $447 million across nearly 600 client relationships, providing discretionary portfolio management, financial planning, and specialized account offerings tailored to clients’ goals and risk tolerance.

Lawrence Derany is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Prior to joining Smarter Bear, he worked for ten years at Tibco Software Inc. He also engages in management consulting for high-tech firms specializing in software and data sciences. Smarter Bear Financial Advisory provides Financial Life Planning and investment advising to individuals, trusts, and estates, focusing on clients with complex asset situations such as pensions, private company stock, and ownership stakes. The firm integrates non-public and non-securities assets into its asset-allocation framework and typically operates on a largely non-discretionary basis.

Ryan Nagle is a financial advisor at Sequentis Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2018 before joining Sequentis Capital in 2018. Sequentis Capital offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm applies a combination of strategic asset allocation, fundamental analysis, and risk monitoring to construct diversified portfolios, and also provides ERISA-focused services and written financial plans.

Ousmane Diagne is a CFP® and CFA® with 21 years of industry experience. He is the sole advisor at Timbuktu Capital Management, LLC, where he has worked since 2013. Outside of his advisory role, he is involved in real estate as a licensed salesperson and property manager, and he provides consulting services related to the EB-5 Immigrant Investor Program. Timbuktu Capital Management is a boutique wealth management firm serving individuals, families, entrepreneurs, and entities such as corporations, trusts, and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, and provides educational seminars, including sessions tailored to immigrant audiences.

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. She has worked with Commonwealth Financial Network for 13 years and currently operates as the sole advisor at Freedom Trail Financial. Dragovics is also involved in selling fixed insurance products and serves as trustee of the firm's 401(k) retirement plan. Freedom Trail Financial is a boutique wealth management consulting firm based in Boston that serves individuals and families with financial planning on topics including retirement income, estate planning, and tax strategies. The firm conducts educational seminars and provides advice on an hourly, fixed-fee, or retainer basis, focusing on client-directed implementation without discretionary portfolio management.

Bradford Williams is a financial advisor at Lebed Asset Management LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Boston Portfolio Advisers, LLC since 2014 and at Lebed Asset Management since 2011. In addition to his advisory role, he serves as Director of Fund Research at Lebed Asset Management, focusing on the selection and monitoring of mutual funds and ETFs. Lebed Asset Management provides discretionary investment management primarily to high-net-worth individuals, families, and trusts. The firm emphasizes fundamental analysis, sector and position diversification, and intrinsic-value investing in managing equity and fixed-income portfolios.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.